| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 18.4% | $9,773,545 | 328,633 | TRUIST FINANCIAL CORP | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,654,013 | $48,917,303 | +$38,519,313 | $29.57 | 12 |
| 2025 Q2 | 351,409 | $9,683,389 | +$3,085,459 | $26.08 | 7 |
| 2025 Q1 | 239,602 | $5,646,564 | +$829,269 | $23.53 | 6 |
| 2024 Q4 | 204,416 | $5,356,212 | +$2,445,940 | $26.1 | 6 |
| 2024 Q3 | 111,538 | $2,902,272 | +$2,902,272 | $26.02 | 2 |